scorecardresearch
Monday, September 1, 2025
TopicBond yields

Topic: Bond yields

Moody’s US credit rating downgrade may usher in a new era—waning investor interest in US govt bonds

For the first time in over a century, world’s largest & most liquid bond market doesn’t have an Aaa rating. Over the past decade, US govt’s fiscal metrics have deteriorated considerably.

With tariff-related uncertainties piling, India must quicken US deal talks, engage more trade partners

US consumer confidence & inflation are flashing warning signs, besides depreciating dollar. In India, weak FDI flows & volatile portfolio investments may keep financial account strained.

Beyond the US tariff pause lie threats of global slowdown, supply glut. For India, some opportunities

On 2 April, US President Donald Trump announced the implementation of reciprocal tariffs on about 60 countries, escalating global trade tensions. On 9 April,...

India is speeding towards 4th largest economy spot, but global & domestic challenges await in 2025

A big source of uncertainty will be trade after Trump assumes office. However, within India, rural demand is likely to sustain momentum & inflation is less likely to be a big problem.

Trump’s policies are leading to high US bond yields, stronger USD. India must brace for volatile rupee

The rupee has been depreciating lately due to FPI outflows, dollar strength & weak corporate performance. The slide, however, is less steep compared to other emerging markets.

Uncertainty over Israel-Hamas war, rising US bond yields to hit stock markets for foreseeable future

Rising oil prices and muted second quarter financial performance of key IT sector companies are other sources of potential volatility for Indian markets.

Why FPIs are fleeing Indian debt and how bond markets have become volatile

Overseas ownership of Indian govt & sovereign bonds has fallen to record lows. FPIs have utilised less than 25% of their investment limit in govt bonds & just 17% in corporate bonds.

Fed’s hawkish pivot sends sovereign yields soaring to highs across Asia, Australia, NZ

With growing expectations that the Fed stance will spur rapid tightening from central banks all over, yields rose across regions including in Asia.

Gold holds decline as bond yields climb on expected Fed rate hikes

Gold is holding above $1,800 an ounce after dropping for the first time in three years in 2021 as central banks globally started dialing back on pandemic-era stimulus.

RBI faces key auction of Rs 32,000 crore of bonds as traders demand higher yields

The auction Friday will show if the RBI can begin bending traders to its will, or whether the market could lose confidence entirely in its recent move toward quantitative easing.

On Camera

Essential oils aren’t just about nice smells. They can change your skincare routine

Essential oils contain powerful properties that can help address concerns like acne, aging, hydration, and inflammation.

A Rs 33,000 cr ‘banking fraud’: ED’s case against Arvind Dham, Amtek’s web of ‘500 shell companies’

ED has accused Amtek promoter Arvind Dham of controlling web of nearly 500 shell companies operating as a layered structure, with up to 15 levels of indirect ownership, to divert funds.

Ahead of SCO meet, Russia & China stage maiden joint submarine patrol in Sea of Japan, East China Sea

Joint submarine patrol ‘covered more than 2,000 nautical miles’ and was joined by Russian support vessels. Beijing maintains exercise ‘not directed against any third party’.

For Indian Mercedes, Asim Munir’s dumper truck in mirror is closer than it appears

From Munir’s point of view, a few bumps here and there is par for the course. He isn’t going to drive his dumper truck to its doom. He wants to use it as a weapon.